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• Should You Consider a Roth 401(k)? | Charles Schwab

  With their tax-free earnings and large contribution limits, Roth 401(k)s could be a useful addition to the retirement-savings toolbox.

• Form 1099-B: Cost Basis and Options Trading | Charles Schwab

  At tax time, traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect.

• Schwab 529 College Savings Plan Change of Investment Form | Charles Schwab

  You can change your existing investment selection or change your future allocations by completing this form, by telephone at 888-903-3863, or online at schwab.com.

• How to use hypothetical gain/loss in watchlists | Charles Schwab

• Trading Micro Crude Futures | Charles Schwab

  Micro WTI Crude Oil futures offer smaller-sized contracts, allowing traders to access the oil market but with a reduced initial financial commitment than standard crude oil contracts.

• How to Calculate Financing Rates on Forex Trades | Charles Schwab

  When a forex position is carried from one day to the next, the position is adjusted to reflect the interest rate differential between the currencies. Learn how forex rolling works.

• What is a Robo-Advisor: Debunking Myths | Charles Schwab

  What is a robo-advisor, and how do they work? Learn the truth behind robo-advisors—the modern method of automating your investing and debunk robo-advisor myths.

• Trade Life Cycles: Entry & Exit Strategies | Charles Schwab

  The trade life cycle process can help traders pursue their trading goals. Learn about trade entry and exit strategies and how this knowledge can help investors.

• Roth vs. Traditional IRAs: Which Is Right for You? | Charles Schwab

  Traditional and Roth IRAs have distinct requirements, including eligibility and contribution limits. Here’s a guide to help you decide which may be better for you.

• How to Make Rational Buy and Sell Decisions | Charles Schwab

  It can be hard to keep emotions out of your investment decisions. This framework will explain how to tune out market noise and make more deliberate choices.